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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities F
Price$15.75
Change-$0.54 (-3.31%)
VolumeN/A
Net Assets117.44M
CWIAX vs HEOFX Comparison Chart
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CWIAX vs. HEOFX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. HEOFX (117M). CWIAX pays higher dividends than HEOFX: CWIAX (1.63) vs HEOFX (0.80). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX (0.81) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). CWIAX annual gain was more profitable for investors over the last year : 0.21 vs. HEOFX (-0.96). HEOFX return over 5 years is better than : 97.28 vs. CWIAX (73.36).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.81 | 96% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 0.873 | 0.618 | 141% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 1.63 | 0.80 | 203% |
| Returns for 1 year | 0.21 | -0.96 | -22% |
| Returns for 3 years | 13.32 | 4.26 | 313% |
| Returns for 5 years | 73.36 | 97.28 | 75% |
| Returns for 10 years | 61.00 | N/A | - |
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